Loan Administration Specialist

The First National Bank of Bastrop • Bastrop, TX

105d

About The Position

The First National Bank of Bastrop is proud to be named a Best Place for Working Parents®. We offer an opportunity to work with a financial institution that prides itself on excellent customer service and a competitive compensation and benefits package that includes employer paid benefits such as paid time off, paid parental leave, paid volunteer time, and an Employee Stock Ownership Plan with 401(k) Provisions (KSOP) with match. Additional benefits include life/AD&D/LTD insurance and tuition reimbursement. Optional benefits include medical, dental, and vision insurance, as well as supplemental coverages like short-term disability, cancer, critical illness, and accident insurance. Medical Spending Accounts, Flexible Spending Account (FSA), Health Savings Account (HSA), and Dependent Care FSA are also available.

Requirements

• High school diploma or equivalent.
• Two years of clerical experience, including customer service.
• Ability to read and comprehend various types of loan and related support documentation.
• Ability to read, comprehend, and technically apply written policies, procedures and regulations.
• Good basic math and typing skills.
• Ability to use bank equipment, computer systems including PC applications using spreadsheet, word processing, and database software.
• Ability to maintain objectivity and independence.
• Ability to diplomatically, yet effectively, communicate verbally and in writing with all levels of Bank staff, customers, and other related parties.

Nice To Haves

• Banking or loan experience.

Responsibilities

• Provide prompt, courteous, and efficient customer service.
• Maintain loan accounting and documentation file systems.
• Perform all duties in conformity with applicable regulations and bank policies.
• Greet customers in a courteous, professional, and timely manner.
• Answer phone calls and emails.
• Receive and record appropriate documentation on new and renewed loans and review for loan compliance.
• Utilize QC reports each month to ensure all loan information is correct and accurate.
• Monitor and process loan workflows throughout the day.
• Process daily mail distribution within the loan operations department.
• Close out appropriate records/files on paid-out loans.
• Maintain collateral tracking system by entering documentation requirements and posting receipt of documents.
• Respond to written and verbal requests for customer credit reports, loan customer inquiries, and loan payoffs.
• Maintain working knowledge of non-accrual procedures and Charge-off procedures.
• Maintain good knowledge of all bank policy/procedures/services to identify additional customer needs and/or respond to inquiries, making proper referrals when appropriate.
• Prepare month end reports as required.
• Perform other duties as required.

Benefits

• Paid time off
• Paid parental leave
• Paid volunteer time
• Employee Stock Ownership Plan with 401(k) Provisions (KSOP) with match
• Up to $825 match on Health Savings Account (qualifying medical plan required)
• Life/AD&D/LTD insurance
• Tuition reimbursement
• Medical insurance
• Dental insurance
• Vision insurance
• Supplemental coverages
• Short term disability
• Cancer
• Critical Illness
• Accident
• Medical Spending Accounts
• Flexible Spending Account (FSA)
• Health Savings Account (HSA)
• Dependent Care FSA

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED
• Number of Employees: 101-250 employees